Fundamental research focused on overlooked companies and special situations.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 102 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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clarksquarecapital.comLatest Issues
QP 26: An attractive remainco opportunity
Sale of a large asset leads to an attractive r/r
Hello Ultimate Value readers,
Operational inflection + GLP-1 winner
A solid r/r with almost half of the market cap in net cash and inflecting fundamentals
Hello, Ultimate Value readers!
Special Situations Digest is spinning off
Hi all,
The Special Situations Digest is leaving Substack. New home: specialsitsdigest.com. The first issue from the new platform goes out this Sunday.
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You’re already set up. I’ll send a test email from the new site in...
Special Situations Digest #9 [April 5, 2026]
Special Situations Digest
Hi Special Sits Digest readers,
Welcome to the 9th edition of our weekly Special Situations Digest.
I continue to work on making this product better every single run. This week, lots of new sources (hence a lo...
Special Situations Digest #8 [March 29, 2026]
Special Situations Digest
Hi Special Sits Digest readers,
Welcome to the 8th edition of our weekly Special Situations Digest.
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Lots of new fixes/additions this week that should have improved the quality and signal of thes...
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Global investor. Under-the-radar stocks and special situations.
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